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How technology is streamlining processes in finance and insurance

ClickZ

Finance brokers and lenders can use APIs to offer faster quotes and fast-track loan completions. We spoke to four companies who offer traditional services such as finance, mortgages, law, and insurance – and how they are using modern technology to streamline their processes.

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Most MarTech Spending Won’t Pay Off. Here’s How to Make Yours Count

Zoominfo

A workflow may look something like this: When intent signals are identified for [ABM platforms], then select [buying committee] and export to [CRM] as [leads/contacts] and assign to [marketer or sales rep]. When automation platforms get buying signals from target accounts, they can trigger customized emails and display ads.

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8 Ways a Staffing Agency Can Stand Out and Find Clients

Zoominfo

This leads to a better understanding of the needs of hiring managers, thus more effectively brokering recruitment opportunities. Find Better Candidates With Better Data Our recruitment database is fueled by best-in-class business contact data Get a Demo 2. Is it just the direct hiring manager? Recruiting is like sales.

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FMG Achieves 400% Growth in Enterprise Relationships, Enhances Offering

FMG Suite

“We were in search of an all-encompassing marketing solution that met our advisors’ needs and streamlined our compliance processes,” said Brian Petersdorf, Senior Marketing ​Manager at Baird. FMG’s platform surpassed our expectations in so many ways. Creative Lockdown for Publisher email, web, and social content.

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Pretty Big Deal: John Felts: Blood, Sweat, and More Blood

Zoominfo

He fell into sales while on an interview for an IT position. After nearly a year of struggling to make it in sales, his big break came when he started selling to a local blood bank. Free Trial Transcript Sam Balter: John Felts is the business development manager for US Gain. How did you get started in sales?

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Televerde Announces Partnership with the UK Ministry of Justice and Expands Its Prison Workforce Development Program Internationally to Her Majesty’s Prison Styal in England

Televerde

With this new European-based engagement center, Televerde will expand its outbound and inbound sales and marketing solutions across Europe. The organization works to protect and advance the principles of justice and to deliver a world-class justice system that works for everyone in society.

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“How I Work”: Eric, Martin, VP Account-Based Marketing at SAP @myfavemartin #HowIWork

Heinz Marketing

It’s our honor to feature a new B2B sales, marketing or business leader every week with our own version of “How I Work” questions. In this role Eric is responsible for leading a team that delivers customer-specific marketing plans and tactics, and drives acceleration marketing tactics within the NA market.